Pros | ![]() Lower volatility within category. ![]() Protects capital during bear phase. ![]() Larger AUM within category. | |||
Cons | - |
INDMoney rank | 8/21 | |||
Category,Subcateogry | Equity,Large & Mid-Cap | |||
Fund Age | 12 Years | |||
Fund Size | 27385 Cr | |||
Min Investment | SIP ₹100 Lumpsum ₹5000 | |||
Expense Ratio | 0.84% | |||
Exit Load | 0.1% | |||
Benchmark Index | S&P BSE 200 India TR INR |
No of Holdings | 76 | |||
Top 5 Holdings | HDFC Bank Ltd (8.32%) Kotak Mahindra Bank Ltd (3.89%) Axis Bank Ltd (3.41%) Reliance Industries Ltd (3.33%) Abbott India Ltd (3.05%) | |||
No of Sectors | 11 | |||
Top 3 Sectors | Financial Services (28.11%) Basic Materials (14.49%) Consumer Cyclical (12.36%) | |||
Equity % | 93.85% | |||
Debt % | 0.13% | |||
P/E | 22.74 | |||
P/B | 3.57 | |||
Credit Quality | - | |||
Modified Duration | - | |||
YTM | - |
1-Month Return | 6.02% | |||
3-Month Return | -2.97% | |||
6-Month Return | -8.82% | |||
1-Year Return | 12.19% | |||
3-Year Return | 17.6% | |||
5-Year Return | 29.13% |
Sharpe | 0.76 | |||
Alpha | 2.23 | |||
Beta | 0.84 | |||
Standard Deviation | 13.01 | |||
Information Ratio | 0.32 |
Description | SBI Large & Midcap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | |||
Managers | Saurabh Pant |